Full-Time

Sales

Posted on 10/31/2025

TIFIN

TIFIN

201-500 employees

AI-driven wealth management platform provider

Compensation Overview

$100k - $150k/yr

+ Commission + Equity

Charlotte, NC, USA + 1 more

More locations: Boulder, CO, USA

Hybrid

Category
Sales & Account Management (1)
Requirements
  • Deep understanding of the wealth management domain, including challenges and pain points RIAs face around organic growth and scalability
  • 8+ years in B2B technology sales within wealth management
  • Ability to engage C-levels, uncover needs, and build trusted relationships
  • Self-starter with outbound prospecting and hunter mentality; ability to build from scratch
  • Willingness to thrive in a fast-paced startup culture with resilience and adaptability; experience with early-stage startups is a plus
Responsibilities
  • Prospect, pitch and close new business in the wealth management channel; lead contract negotiations and drive complex deals to completion
  • Leverage deep wealth management domain expertise to identify opportunities for TIFIN solutions; build long-term relationships leading to expansion and renewal opportunities as well as strategic partnerships
  • Gather and share client feedback to increase the impact of TIFIN solutions; collaborate with product leaders on future product roadmap and new features; work with sales and executive leaders to share long-term sales strategy

TIFIN uses artificial intelligence to provide personalized wealth management solutions across a broad client base, including individual investors, financial advisors, and asset managers. It builds platforms and companies that apply AI to improve investment outcomes and simplify wealth management by tailoring advice, portfolio construction, and product distribution to each user. Its product ecosystem integrates capabilities and partners to reduce frictions and create engaging experiences for users. TIFIN differentiates itself through a platform-driven approach, a strong partners and capabilities network, and a values-based culture focused on purpose, enabling more precise personalization and scalable wealth management. The company’s goal is to deliver measurable, AI-powered personalization and intelligent wealth management at scale for clients at all stages of their financial journey.

Company Size

201-500

Company Stage

Late Stage VC

Total Funding

$237.7M

Headquarters

Boulder, Colorado

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • TIFIN.AI deployed across 10+ enterprise wealth clients with live workflows.
  • Andrew Dahlinghaus appointed COO December 2025 to scale operations globally.
  • Partnerships with HUB International and SteelPeak drive RIA and workplace growth.

What critics are saying

  • BlackRock's Aladdin Wealth erodes TIFIN.AI market share via superior distribution.
  • Palantir expands independently, undercutting TIFIN AXIS tech dependency.
  • SEC 2026 AI rules trigger compliance fines for opaque agent decisions.

What makes TIFIN unique

  • TIFIN.AI launches industry's first multi-workflow agentic OS for wealth managers.
  • TIFIN AXIS automates middle office with Palantir-powered AI agents.
  • Portfolio spans 10+ companies like Magnifi, Sage, and @Work for diversified AI solutions.

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Benefits

Performance linked variable compensation, including equity

Medical, dental, vision, insurance

Open PTO and Company-paid holidays

Remote work flexibility

Corporate Social Responsibilty opportunities

Fully stocked office kitchens

Company sponsored events

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

4%

2 year growth

5%
The Associated Press
Apr 14th, 2026
TIFIN launches TIFIN.AI, an agentic operating system for wealth management firms

TIFIN has launched TIFIN.AI, an agentic AI platform for wealth managers and product providers, consolidating its AI businesses into a single enterprise system. The platform offers an agent library addressing workflows across operations, investments and growth, serving multiple personas including advisor support, advisors and end-clients. The company describes TIFIN.AI as the industry's first multi-workflow and multi-persona platform with coordination capabilities. TIFIN.AI is already deployed across more than 10 enterprise wealth clients, with live implementations in advisor, operations, investment and client-facing workflows. The platform launches with a 60-person team led by CEO Harshendu Bindal, with executive leadership from firms including Franklin Templeton, BlackRock, Broadridge and Microsoft. TIFIN Group is backed by investors including JPMorgan, Morningstar, Hamilton Lane and Franklin Templeton.

PR Newswire
Dec 8th, 2025
TIFIN Appoints Andrew Dahlinghaus as Chief Operating Officer

TIFIN appoints Andrew Dahlinghaus as Chief Operating Officer. News provided by. BOULDER, Colo., Dec. 8, 2025 /PRNewswire/ - TIFIN today announced that Andrew Dahlinghaus will join as Chief Operating Officer. He brings more than 25 years of leadership across legal, regulatory, and operational disciplines in technology-driven, highly regulated industries. In this role, he will report directly to Founder and CEO Dr. Vinay Nair and will lead TIFIN's next phase of execution across its AI platform. Andrew's career spans global corporations, private-equity - backed companies, and emerging technology businesses. He began at Arent Fox in Washington, D.C., advising life sciences companies on regulatory matters, government investigations, and M&A. He later joined Covidien (acquired by Medtronic), running the commercial legal function for its largest business unit and leading legal strategy on key strategic acquisitions. Following his time at Medtronic, Andrew took on senior roles within private-equity portfolio companies during periods of significant change. His work included the listing of Convatec Group plc on the London Stock Exchange and the build-out of corporate governance, data protection, and internal audit functions at technology companies with global operations. He has managed teams across China, India, the E.U., Singapore, Colombia, Switzerland, Israel, and the U.K. As General Counsel at multiple organizations, Andrew has directed complex litigation resulting in multimillion-dollar settlements, negotiated outcomes with government enforcement agencies, and built global data protection and enterprise risk management platforms from the ground up. He has also advised on products incorporating machine learning and led data-driven initiatives focused on global product strategy and market expansion. "Andrew has spent his career where regulation, complexity, and scale intersect. That experience is exactly what TIFIN needs as we expand the reach of our AI platforms further into wealth, asset management, and insurance.", Dr. Vinay Nair, Founder and CEO of TIFIN, said. "AI in financial services is shifting from pilots to core infrastructure," said Andrew Dahlinghaus. "TIFIN is at the center of that shift for asset, wealth and insurance and I'm looking forward to working with Vinay and the team on what comes next." Andrew earned his J.D. from The George Washington University Law School. About TIFIN The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN's companies include Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, Give, TIFIN IP, and TIFIN AXIS. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others. For media or partnership inquiries, please contact: SOURCE The TIFIN Group

Advanced Strategies Group
Sep 30th, 2025
ASG and TIFIN@Work Deliver Curated Retirement Solutions for Law Firms

By combining ASG's deep expertise with TIFIN @Work's technology, we're delivering modern, integrated solutions that meet lawyers where they are," said Acheson.

FinSMEs
Sep 3rd, 2025
Grantd Raises Funding

Grantd, a Denver, CO-based provider of an AI-powered equity compensation planning platform, raised an undisclosed amount in funding

Cision
Sep 3rd, 2025
Grantd Secures Strategic Funding to Expand AI-Powered Platform and Transform Equity Compensation Planning for Advisors

Grantd, an AI-powered equity compensation planning platform, has secured strategic funding from Edward Jones Ventures and TIFIN Studios to expand its next-generation platform.

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